Call us to schedule
When a new imaging order comes in, ask the patient to call the scheduling team to book their visit.
- Patients
- Imaging
Practices import this playbook into MediFlow in one click. It starts in Watch only mode, so nothing goes out until the practice is ready.
Is it a fit?
When to use it
Use it when your imaging center gets orders from referring offices and wants every new patient to hear from you quickly, with a clear way to book.
When not to use it
Skip it if your team already calls every new order by hand, or if you'd rather have the Schedule + prescreen voice agent make the first call.
Why it helps
New orders can sit in a queue while the patient waits to hear from someone. This playbook makes sure each new patient gets a friendly note with your scheduling number, so they can book on their own time.
How it works
What starts it, what has to be true, and what happens next.
When
- A new imaging order is added to a patient's case.
Only if
- The patient has a cell phone on file.
- No appointment is booked yet.
Then
- The patient gets a text asking them to call the scheduling team.
- The case shows that the note went out.
Steps
- A new order arrives for a patient.
- MediFlow checks that the patient has a cell phone and no visit booked yet.
- The patient gets a short text with your scheduling number.
- Your team sees on the case that the note was sent.
Works well with
- AI voice agent · Schedule + prescreenSchedule + prescreen
An AI voice agent calls a newly referred patient, asks the prescreen questions and hands off to scheduling.
- Workflow · Not scheduledNot scheduled after a week
Nudge patients who have an order or referral but still haven't booked a visit, and let staff know.
- Workflow · Booked or movedAppointment booked or moved
Let the patient know their appointment is booked, or that it moved, with the day, time and place.
See it on your own cases
We'll show you how this playbook would run in your practice, and which others fit with it.